Home ‐ Business schedule plan - dbsandis/TwilightFinancial GitHub Wiki

Great — thanks for clarifying your timeline. Since you’ll be part-time until March 15, 2026, we can adjust the 12-month plan to emphasize flexible, low-risk preparation upfront, and ramp up operations right after your bonus hits.

🗓️ Revised 12-Month Plan for Twilight Financial Services

With full-time transition on March 15, 2026

✅ Now – June 2025 (Foundational Prep — Part-Time Friendly)

Goal: Set your base while keeping the workload light

  1. Business Registration

    • Finalize LLC, EIN, and name ("Twilight Financial Services" confirmed ✅)
    • Draft a basic operating agreement

  2. Certifications & Learning (Evenings/Weekends)

    • Continue with your CFP® coursework at NCCU
    • Register for IRS Annual Filing Season Program
    • Optional: Start AFCPE or bookkeeping certification online (at your pace)

  3. Market Research (Low Time Commitment)

    • Identify 5–10 local competitors
    • Analyze service gaps (therapy offices, tax prep, family budgeting, solopreneurs)

  4. Service Menu Planning

    • Draft 3–4 key service bundles (e.g., Tax + Budgeting, Coaching only, Books + Filing)

🧱 July – October 2025 (Infrastructure Setup — Flexible Side Hustle Phase)

Goal: Start building systems and brand presence

  1. Website + Branding (Weekend Project)

    • Launch a 1-page site with a landing form and logo
    • Set up Google My Business, email, and social handles

  2. Technology & Tools

    • Choose tax software (Drake, TaxSlayer Pro, etc.)
    • Set up QuickBooks and Airtable/Notion for client tracking
    • Build reusable client templates (budget sheets, intake forms)

  3. Design Mobile-Friendly Client Experience

    • Virtual onboarding, e-signatures (HelloSign), payment processing (Square/Stripe)

📣 November 2025 – February 2026 (Soft Launch: Limited Client Load)

Goal: Quietly onboard real clients without leaving your job

  1. Start Tax Prep Side Hustle

    • Prepare returns for friends, family, and referrals
    • Track time, workflows, and FAQs to refine your systems

  2. Launch Therapy Space Trial (if applicable)

    • Soft-rent 1 room to a trusted therapist
    • Use Calendly and simple invoicing for scheduling + payment

  3. Local Awareness

    • Flyers at local barbershops, salons, churches, daycare centers
    • Offer 1–2 free workshops (e.g., “2026 Tax Checklist” or “Side Hustle Budgeting”)

🚀 March 15, 2026 – Onward (Full-Time Business Mode)

Goal: Go all-in with confidence and a tested foundation

  1. Hard Launch: Twilight Financial Services

    • Email + social campaign to announce full-time availability
    • Introduce additional services (group coaching, therapy space packages, etc.)

  2. Advertising & Outreach

    • Facebook/Google ads for tax season follow-ups and small business budgeting
    • Partner with 2–3 local pros (therapists, insurance agents, barbers, etc.)

  3. Client Scaling & System Refinement

    • Refine onboarding, train a virtual assistant or part-time bookkeeper
    • Use feedback to polish pricing and offer bundles

Would you like a timeline spreadsheet or Gantt chart version of this plan to track monthly progress?
Or help creating templates (client onboarding, tax checklist, etc.) so you're not starting from scratch?